Designing a Wealth Management Plan for Now and for Life

Paul FennerNew and Growing Families


THE SITUATION The Winters* Family:  Jennifer, 35; Brian, 38, twin girls, 9 and son Andrew, 7. Jennifer is a marketing director, and Brian is a software engineer. Jennifer would like the option to start her own business, which would give her more time at home with the kids. The Winters have been saving for college and emergency needs in a … Read More